Valley Forge Capital Management as of June 30, 2022
Portfolio Holdings for Valley Forge Capital Management
Valley Forge Capital Management holds 10 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Mastercard Incorporated Cl A (MA) | 22.2 | $497M | 1.6M | 315.48 | |
S&p Global (SPGI) | 19.5 | $437M | 1.3M | 337.06 | |
Fair Isaac Corporation (FICO) | 17.3 | $386M | 963k | 400.90 | |
Moody's Corporation (MCO) | 14.1 | $315M | 1.2M | 271.97 | |
Visa Com Cl A (V) | 8.6 | $192M | 974k | 196.89 | |
Amazon (AMZN) | 7.8 | $174M | 1.6M | 106.21 | |
Adobe Systems Incorporated (ADBE) | 4.0 | $90M | 246k | 366.06 | |
Intuit (INTU) | 3.4 | $76M | 196k | 385.44 | |
Autodesk (ADSK) | 1.7 | $39M | 224k | 171.96 | |
Aspen Technology (AZPN) | 1.4 | $32M | 176k | 183.68 |